Calendly With Exchange – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re simply searching for more leads and permitting people to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to know to use Calendly Hey there everyone, Scott Friesen here at Simpletivity, assisting you to get more done and delight in less stress. And I’ve used Calendly for a while now. It is a quick and extremely easy tool to permit individuals who are interested in my business and in my work to book time with me. I wan na reveal you how to get things started. We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the top places that you’re gon na wan na go is up here to your account. And we want to go to calendar connections due to the fact that actually everything is based around your relationship with Calendly and your calendar. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not just allows Calendly to book those consultations straight to your calendar however it likewise permits Calendly.

And what I indicate by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually conference.

So let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their telephone number. I require to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na say update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect especially. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting too.

Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of

Calendly With Exchange – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I mean by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image.

Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for one-on-one conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have readily available.

And last but not least, we can select a different color. This is really practical if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other events that I have actually already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of